Patents Assigned to VEEVA SYSTEMS INC.
  • Patent number: 12783325
    Abstract: A method for optimizing computational resources in multi-stage entity resolution via machine learning (ML) and artificial intelligence (AI) includes receiving multiple entity datasets. The method further includes matching the entity datasets using a first ML model to determine two or more first sets of matched entity datasets. The method further includes refining the two or more first sets of matched entity datasets using a second ML model to determine one or more second sets of matched entity datasets and a confidence score for each. The method further includes determining a third plurality of entity datasets based on the confidence scores. The method further includes generating and outputting a request to a partner computing system associated with an AI partner. The method further includes receiving, in response to outputting the request, a response file including one or more third sets of matched entity datasets.
    Type: Grant
    Filed: March 20, 2026
    Date of Patent: November 3, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Alexander Darius Emami-Nemini, Reza Karimi, Naemi Katharina Lehmann, Peter Tauter
  • Patent number: 12776909
    Abstract: A method for querying one or more data records of a combined data repository includes receiving a set of raw data records. Each data record of the set includes a deidentified token. The method includes cleaning the set of raw data records and modifying each data record of the set of raw data records to replace the deidentified token with an SMC token. The method includes generating a copy of a second data repository including multiple master data records. The method includes matching the master data records of the copy with the set of modified data records and storing the set of modified data records and the matched master data records in the combined data repository. The method includes receiving and executing a query on the combined data repository to select at least one data record. The method includes generating a file including the selected data record.
    Type: Grant
    Filed: August 30, 2024
    Date of Patent: October 27, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Kristyn M. Verhelle, Mark Vidov, Julie Scuffins, Christopher McDermott, Nikhil Vasandani, Bruce Ritchie, Asaf Evenhaim, Lindsey Lofgren Doyle
  • Patent number: 12777025
    Abstract: A method for securely routing a case dataset based on a tag including selecting the case dataset including case data and modifying a state associated with the case dataset from a first stage to a second stage. The method includes selecting a ruleset including a first rule and a second rule from a rule repository. The first rule includes a first rule criterion, a first rule outcome action, a first priority, and a first tag. The second rule includes a second rule criterion, a second rule outcome action, a second priority, and a second tag. The method includes determining the second criterion of the second rule is fulfilled. The method includes executing the second rule outcome action of the second rule. The method includes modifying the case data based on the second tag of the second rule. The method further includes executing a tag action based on the second tag.
    Type: Grant
    Filed: July 25, 2025
    Date of Patent: October 27, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Bradley Arnold, Marius K. Mortensen
  • Patent number: 12776393
    Abstract: Systems and methods for aggregating clinical trial data and performing optimized bulk lock, edit and freeze operations to clean the extracted data. A user interface is provided for access to a medical data management system to define one or more site criteria, one or more subject criteria, an event window based on clinical trial study schedule events or a calendar date range, one or more identified log forms for specified date references, and one or more identified criteria for ready states. Clinical trial source data fulfilling the defined criteria is extracted to form an aggregated clinical trial data snapshot. Data management operations for the extracted clinical trial source data that fulfills the defined site criteria, the defined subject criteria, the defined event window, the identified log forms for specified date references, and the identified criteria for ready states can be restricted and rescinded to clean the clinical trial data efficiently.
    Type: Grant
    Filed: July 21, 2023
    Date of Patent: October 27, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Margaret Wehner, Quentin Paresys, Raymond T. Letulle, Jr., Drew Garty
  • Publication number: 20260331245
    Abstract: A method for determining expectedness of an adverse event. The method includes determining an electronic reference document associated with a clinical study. The method further includes selecting the electronic reference document including a defined adverse reaction from a document repository that enforces a system-wide single data source policy by maintaining a single version of the electronic reference document for the clinical study. The method further includes generating a case dataset including at least a portion of the adverse event data and determining the expectedness of the adverse event based on the defined adverse reaction of the electronic reference document and the adverse event data. The method further includes determining a submission address associated. The method further includes determining a submission timeframe.
    Type: Application
    Filed: June 26, 2026
    Publication date: October 22, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Asaf Roll, Ying Zhuo Wang, Justin Yuping Lai
  • Patent number: 12769958
    Abstract: A method for multilingual data processing includes receiving an intake threshold and at least one case intake preference. The method includes receiving a digital file associated with a piece of digital literature and including a linguistic section in a first language. The method further includes translating the linguistic section from the first language to a second language. The method further includes determining one or more key terms of the translated linguistic section. The method further includes determining the linguistic section fulfills the intake threshold based on the requisite preference and the one or more key terms. The method further includes determining, in response to the key terms of the linguistic section fulfilling the intake threshold, adverse event data based on the one or more key terms. The method further includes generating a case dataset including at least a portion of the adverse event data and outputting the case dataset.
    Type: Grant
    Filed: August 6, 2024
    Date of Patent: October 20, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Eric Mitchell Woolven, Marius K. Mortensen
  • Patent number: 12770743
    Abstract: A method for linking structured data across a first repository of a first circuit and a second repository of a second circuit. The method further includes querying the first repository based on the adverse event data to select first structured medical product data of the first repository. The first structured medical product data includes an identifier. The first structured medical product data is associated with a first data structure. The method further includes outputting the identifier of the first structured medical product data. The method further includes querying the second repository based on the identifier to select second structured medical product data of the second repository. The second structured medical product data is associated with a second data structure. The method further includes generating, by the second circuit, a product quality data record including at least a portion of the second structured medical product data.
    Type: Grant
    Filed: April 3, 2025
    Date of Patent: October 20, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Michael Lucas Carbone, Matthew Zimmerman
  • Publication number: 20260310908
    Abstract: A method for digitally interpreting a linguistic section of a source file to generate a case dataset including receiving the source file and generating text data in a first language. The method further includes translating the text data from the first language to a second language. The method further includes outputting the text data to a partner computing system and receiving an indication of an adverse event term included in a second portion of the text data from the partner computing system. The method further includes generating a request including a query and at least one of: the case data, the source file, or the text data and outputting the request to a partner computing system. The method further includes receiving, in response to the request, a file from the partner computing system. The method further includes generating the case dataset including the case data and outputting the case dataset.
    Type: Application
    Filed: May 30, 2025
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Marius K. Mortensen, Seth Winslow, Anthea Jing Lai, Eric Mitchell Woolven
  • Publication number: 20260310690
    Abstract: A method for generating a metadata representation includes receiving a first rule including a trigger action, a first rule criterion, and a first rule outcome action. The method includes receiving a second rule associated with the document, the second rule including the trigger action, a second rule criterion, and a second rule outcome action. The method includes generating the at least one metadata representation based on at least one of: the first rule or the second rule and receiving a request to execute an action on the document. The action is at least one of a create action, an update action, and a delete action. The method includes determining the first rule criterion is fulfilled and executing the first rule outcome action and the action on the document. The method includes determining the second rule criterion is fulfilled and executing the second rule outcome action.
    Type: Application
    Filed: July 9, 2025
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Peter Gassner, Jonathan Stone, Mark Arnold, Andrew Han, Bobby Ng, Tyler Tze Ming Li
  • Publication number: 20260310636
    Abstract: A method for generating a test specification data schema includes receiving a source file including a linguistic section determining a first portion of the text data identifies a first event. The method further includes outputting a first request to a partner computing system. The method further includes receiving an indication of a second event included in a second portion of the text data from the partner computing system. The method further includes generating a test specification data schema based on the first event and the second event. The method further includes receiving a second request to generate a test specification data record. The method further includes selecting the test specification data schema from the repository based on the first request. The method further includes instantiating the test specification data record based on the test specification data schema.
    Type: Application
    Filed: April 6, 2026
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Joby George, Katherine Noel Cohen
  • Publication number: 20260310716
    Abstract: A method for executing at least one rule outcome action includes receiving a first rule associated with a data object and including a rule criterion and a rule outcome action associated with the rule criterion being fulfilled. The method further includes receiving a request to execute a create action on the data object. The method further includes executing the action on the data object to instantiate a data record based on the data object. The method further includes determining, in response to instantiating the data record based on the data object, the rule criterion is fulfilled. The method further includes executing, in response to the rule criterion being fulfilled, the rule outcome action.
    Type: Application
    Filed: January 22, 2026
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Peter Gassner, Andrew Han, Bobby Ng
  • Publication number: 20260310877
    Abstract: A method for digitally interpreting a source file to generate a case dataset includes selecting a medical product identifier from a first repository. The method further includes determining a first portion of text data includes the medical product identifier. The method further includes outputting the text data to a client computing device to enable display on a user interface. The user interface includes a document viewer section including the text data. The text data of the document viewer section includes a first indication on the first portion of the text data including the medical product identifier. The user interface further includes a case data panel including a medical product section. The medical product section includes a medical product field including the medical product identifier. The method further includes generating the case dataset including the medical product identifier. The method further includes outputting the case dataset.
    Type: Application
    Filed: February 19, 2026
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Marius K. Mortensen, Seth Winslow, Anthea Jing Lai
  • Publication number: 20260310817
    Abstract: A method for providing secure and hierarchical access to an object record includes generating a tree data structure including a root node data record and multiple dependent node data records. At least one of the multiple dependent node data records includes a first dependent node data record and a second dependent node data record depending from the first dependent node data record. The method includes assigning the object record to at least one dependent node data record of the multiple dependent node data records or the root data record. The method includes modifying the object record to include at least one node tag. The method includes determining the at least one node tag of the object record is associated with at least one of the first dependent node data record or the second dependent node data record. The method further includes executing the action on the object record.
    Type: Application
    Filed: November 4, 2025
    Publication date: October 8, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Peter Gassner, Larry Jovanovic, Andrew Han
  • Publication number: 20260300317
    Abstract: A method for reconciling differences between a first repository and a second repository. The method includes generating a data object including a status field set to inactive and modifying the status field from inactive to active. The method includes providing, in response to the status field being set to active, structured data stored in the first repository to the second repository. The method includes receiving updated structured data and storing the updated structured data in the first repository. The method includes providing, in response to the status field being set to active, the updated structured data to the second repository. The method includes receiving a request to delete the updated structured and deleting the updated structured data. The method includes providing in response to the status field being set to active, an indication of the deletion of the updated structured data to the second repository.
    Type: Application
    Filed: June 3, 2026
    Publication date: October 1, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Marius K. Mortensen, Jared Ross Katz, John Tanner, Matthew Zimmerman
  • Publication number: 20260300117
    Abstract: The disclosed methods include: generating first projected data, second projected data, and third projected; determining or estimating an error parameter associated with the first projected data, the second projected data, and the third projected data; ranking, based on the error parameter, the first projected data, the second projected data, and the third projected data; selecting, based on the ranking, at least one of the first projected data, the second projected data, and the third projected data; and generating, based on selecting one of the first projected data or the second projected data, or the third projected data, a digital report. According to one embodiment, the digital report indicates: dispensing projection data of a configurable data object; and protocol projection data or procedure projection data.
    Type: Application
    Filed: March 2, 2026
    Publication date: October 1, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Bryan Wayne Johnson, Myrto M. Miltiadous, Christopher George Glazner, Eshaan Ghosh, Colin O'Laughlin, Vasile Iulian Ilies
  • Patent number: 12748892
    Abstract: Systems and methods for providing a data translation registry providing secure connection and integration of distinct data storages, including systems and methods for secure data integration of pharmacovigilance systems and medical data management systems. A data translation registry is established, wherein each entry corresponds to an integration event of interest. Each entry may be a specific type and may contain data in a pre-defined format according to the integration type. Notification to the target destination is sent and placed in a message queue. Integration rules are established, wherein an integration rule may contain a pre-defined priority order for scheduling a series of jobs related to the integration event.
    Type: Grant
    Filed: December 9, 2024
    Date of Patent: September 29, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Marius K. Mortensen, Seth Taylor
  • Publication number: 20260288686
    Abstract: A method for archiving data records including generating a first data record and storing the first data record in a first repository. The first repository is configured to store data records. The method further includes determining the first repository includes at least a first threshold number of data records. The method further includes determining a second repository includes at least a second threshold number of data records. The second repository is configured to store data records. The first threshold number and the second threshold number are equal. The method further includes retrieving a plurality of data records from the second repository. The method further includes generating data files including at least one data record of the plurality of data records. The archive repository is configured to store data files. The method further includes storing the plurality of data files in the archive repository.
    Type: Application
    Filed: September 16, 2025
    Publication date: September 24, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Peter Gassner, Jonathan Stone, Andrew Han, Graham Gelwicks
  • Patent number: 12743432
    Abstract: Systems and methods for generating a dynamic user interface in a content management system. User actions on items in the content management system may be tracked based on the process carried out by an application program, the user's role, and lifecycle state of the items and a user action history may be dynamically updated with user actions. User actions in the user action history may be ranked. An area of most frequently used actions is displayed together with an item from the content management system in response to a user request for the item. The area of most frequently used actions may be started with default configuration, and dynamically updated with ranking of user actions in the user action history.
    Type: Grant
    Filed: June 25, 2021
    Date of Patent: September 22, 2026
    Assignee: Veeva Systems Inc.
    Inventors: Peter Gassner, Bobby Ng, Andrew Han, Shu-Shang Sam Wei
  • Publication number: 20260278030
    Abstract: A method for progressing a state of case dataset. The method further includes generating the case dataset including the case data and the state in a first stage. The method further includes selecting a rule including a sampling ratio. The method further includes determining the sampling ratio of the rule is fulfilled to trigger a data verification process. The method further includes selecting a form template. The method further includes generating the form based on the form template and at least a portion of the case data. The method further includes receiving input data from the form. The method further includes modifying the state of the case dataset from the first stage to a second stage based on the input data.
    Type: Application
    Filed: May 8, 2026
    Publication date: September 17, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Raagi Pandya, Marius K. Mortensen, Yangyang Xu, Justine Tanya dela Cruz Lo
  • Publication number: 20260260016
    Abstract: A computer-implemented method for generating anonymized structured data matrices preserving data integrity, comprising: receiving, by one or more processors from a plurality of customer relationship management systems operated by different organizations, interaction records documenting engagements between representatives and healthcare professionals, wherein each interaction record comprises engagement data indicating activities across a plurality of communication channels. The method comprises performing entity resolution by executing a matching algorithm that compares healthcare professional data against reference records stored in a master data management system to associate a globally unique identifier with each healthcare professional.
    Type: Application
    Filed: March 2, 2026
    Publication date: September 3, 2026
    Applicant: Veeva Systems Inc.
    Inventors: Peter Gassner, Arno Sosna, Daniel Kallman, Ankit Prasad, Jason Kline, Yizhen Lu, Mikyla Callaghan